Initiate Change Job in Mass Action Workbook
This topic is relevant to the legacy change job experience. We plan to retire this topic in a future release.
- Configure theChange Jobbusiness process.
- Set up mass action workbooks for changing jobs.
- Security:Mass Action Eventsdomain in the System functional area.
- (Optional) Enable change job templates for mass actions in theMaintain Change Job Templatestask.
You can initiate the
Change Job
business process in bulk with a mass action workbook. Mass change job also includes Change Organization Assignments for Worker
as a subprocess.You can add up to 1000 contingent workers and employees to the workbook by:
- Using theLaunch Mass Change Jobreport.
- Selecting a report in theLaunch Mass Action Eventtask.
- Using a search report to access theLaunch Mass Action Eventtask.
- Adding them manually in the workbook.
Even if certain fields such as
Job Classification
, Work Shift
, or Work Space
are displayed in a workbook, they respect the configuration in Maintain Localization Settings
. Example: If you require Work Shift
in Configure Optional Fields
but disable in Maintain Localization Settings
, you can't enter values for Work Shift
in workbooks. Similarly, if you hide Work-Study
in Configure Optional Fields
and require for a job profile, you can't enter values for Work-Study
in workbooks.- Access theLaunch Mass Change Jobreport.
- Select the population intended for mass change job and clickLaunch Mass Action.
- Access theLaunch Mass Action Eventtask.
- As you complete the task, consider:
Option Description Effective DateSelect the date when mass change job takes effect.Do you want to use the next pay period?If selected, this field takes priority overEffective Date.Change Job TemplateFor constrained security groups, Workday displays templates based on access permissions. - After the workbook generates, clickOpen Workbook.
- Complete the details in the workbook using the prompts and validation messages.You can update and enter specific fields for workers, if needed. Example: You enter aProposed Supervisory Organizationfor the workers.
- ClickValidate All.
- Resolve errors and submit the workbook.You can submit a workbook with errors. Any rows with errors remain in the workbook instead of initiating theChange Jobbusiness process. You can access the workbook later to resolve and submit the remaining rows.Mass actions using workbooks can't apply theStart Page Editable FieldsandCondition Rules Appliedoptions of change job templates configuration.
The
Change Job
business process initiates for the relevant workers in the workbook. Any other steps on the business process route for completion.